RFA

Resurgent Financial Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$3.05M
3
+$1.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.46M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.44M

Top Sells

1
+$1.17M
2
+$538K
3
+$404K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$386K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$277K

Sector Composition

1 Technology 14.22%
2 Financials 9.43%
3 Energy 7.81%
4 Healthcare 6.17%
5 Consumer Staples 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.91M 5.28%
23,564
+669
2
$6.97M 3.71%
40,631
-54
3
$6.12M 3.26%
34,174
+17,042
4
$6.02M 3.21%
32,962
+17,424
5
$5.7M 3.04%
10,845
+2,786
6
$4.38M 2.33%
10,409
+1,460
7
$4.21M 2.24%
21,031
+22
8
$3.43M 1.83%
47,456
+23,730
9
$3.26M 1.74%
36,080
+1,120
10
$3.11M 1.66%
8,112
-218
11
$2.98M 1.59%
19,757
+3,662
12
$2.83M 1.51%
15,662
+984
13
$2.61M 1.39%
4,997
+1,316
14
$2.61M 1.39%
16,563
-544
15
$2.55M 1.36%
52,186
+29,039
16
$2.41M 1.29%
7,718
-1,291
17
$2.39M 1.27%
18,755
+614
18
$2.32M 1.24%
35,332
+21,928
19
$2.09M 1.12%
34,008
+2,619
20
$2.06M 1.1%
17,737
+2,813
21
$2.04M 1.09%
33,759
+21,146
22
$2.02M 1.07%
12,740
-263
23
$2.01M 1.07%
18,214
+7,846
24
$2.01M 1.07%
9,953
-276
25
$1.83M 0.97%
26,086
-576
1
2 3 4 5